Send Attendance Report Regularly

You can set a regular report rule for specific departments, and the platform will send an emails attached with a report to the recipients daily, weekly, or monthly, showing the attendance records of the persons in these departments during specific periods.

1. On the top left, select > Integrated Service > Attendance.
2. Select Basic Configuration > Report Settings > Scheduled Report on the left.
3. Click Add (for first time) or click .
4. Create a descriptive name for the report.
5. Select a type, format, and language for the scheduled report.
   Note:

   You can select TXT as the format if the report type is Time Card.

6. In Statistics Department, check the department(s) / attendance group(s) of which the persons' attendance data will be delivered in this report.
   Note:

   • For Department Attendance / Overtime Summary, you can only select departments. For Group Attendance / Overtime Summary, you can only select attendance groups.

   • You can check Include Sub-Department to display the persons of sub-departments.

   • You can click and filter persons by status (all, employed, or resigned).

7. Optional: For reports excluding Attendance/Overtime Summary and Attendance/Overtime Summary, click Select Extra Person, and click to include individual persons whose attendance data will be delivered in this report.
   Note:

   • You can check Include Sub-Department to display the persons of sub-departments.

   • You can click and select person status (all, employed, resigned), or enable Additional Information and enter the keyword in the text field to search for matched persons.

   • You can check Select All to select all persons.

8. Set the statistical cycle to By Day, By Week, or By Month and set the report time range and sending time.

   Daily Report

   Daily report shows data on a daily basis. The platform will send one report at the sending time every day. The report contains data recorded on the day prior to the current day.

   For example, if you set the sending time to 20:00, the system will send a report at 20:00 every day, containing the persons' attendance results between 00:00 and 24:00 prior to the current day.

   Weekly/Monthly Report

   The platform will send one report at the sending time every week or every month. The report contains the persons' attendance results of the recent one/two weeks or current/last month of the sending date.

   For example, for weekly report, if you set the sending time to 6:00 on Monday, the platform will send a report at 6:00 in the morning on every Monday, containing persons' attendance results of the last week or recent two weeks based on your selection.

   Note:

   • Daily or weekly report is not available when you set report type to monthly or weekly report.

   • To ensure the accuracy of the report, you are recommended to set the sending time at least one hour later than the auto-calculation time of the attendance results. By default, the platform will calculate the attendance results of the previous day at 4 A.M. every day. You can change the auto calculation time in General Rule. See details in Set Auto-Calculation Time of Attendance Results.

9. Optional: Click to set the effective period for the report.
10. Optional: Select and enable the way of sending the report from Send Report via Email, Upload to SFTP, and Save to Local Storage.
    Note:

    To set up the SFTP or local storage, click > SFTP Settings or Configure Local Storage.

11. Optional: Select the email template from the drop-down list to define the recipient information and email format.
    Note:

    You can click Add to add a new email template. For setting the email template, refer to Set Email Template.

12. Click Add to save the report schedule.

    The report will be generated and sent to the recipient at the specified sending time.